Matthew C. Sullivan, A Sole Proprietor 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Matthew C. Sullivan, A Sole Proprietor
  • Sponsor EIN: 752972530
  • Sponsor Address: 900 CHESTER AVE, SAN MARINO, CA, 911081322
  • Plan Type: 401(k)
  • Total Participants: 3
  • Total Assets: $121,772

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20243$121,772$7,700$0
20233$111,929$6,998$0

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